Oversees analytical and quantitative risk assessment for private trust portfolios, supporting fiduciary decision-making, capital preservation, and long-term investment strategy. Develops advanced analytical frameworks to evaluate portfolio risk exposure, asset performance, and capital allocation across diversified financial instruments. Applies statistical modeling, distributed data processing, and machine learning techniques to identify emerging risk patterns, monitor portfolio stability, and improve transparency of investment performance. Builds scalable data infrastructure using Python, Spark, and PySpark to enable efficient analysis of large-scale financial data. Provides analytical insight that strengthens governance, enhances risk visibility, and supports disciplined portfolio management in a fiduciary trust environment.
- Developed and maintained quantitative risk assessment frameworks to evaluate portfolio exposure, volatility, drawdown risk, and capital stability across diversified private trust investment portfolios.
- Designed scalable analytical pipelines using Python, PySpark, and Spark to process and analyze large-scale financial and portfolio data, improving efficiency, reproducibility, and analytical depth.
- Built statistical and machine learning models to identify emerging risk patterns, detect anomalies in portfolio performance, and support proactive risk mitigation and capital preservation strategies.
- Performed multi-factor portfolio analysis to assess asset behavior, correlation structures, and sensitivity to market conditions, enabling more informed capital allocation and investment oversight.
- Created automated reporting and monitoring systems to track portfolio performance, risk indicators, and key financial metrics, improving transparency and supporting fiduciary governance requirements.
- Collaborated with trust administrators and investment decision-makers to translate quantitative analysis into actionable insights, strengthening risk management practices and long-term portfolio stability.